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Joel Alberts
Director - Abbot Downing
Los Angeles
Joel is a director in the Los Angeles office. In addition to managing client relationships, Joel’s experience includes working with closely-held business owners and addressing wealth transfer planning objectives.
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Chris Cella
Director - Abbot Downing
San Francisco
Chris is a director in the San Francisco office of Abbot Downing. He is responsible for the overall management of client relationships, including asset management, planning and family dynamics, banking, and fiduciary services. Chris brings over 10 years of in
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Jason Cooper
Director - Abbot Downing
Chicago
Jason is a director in Abbot Downing’s Chicago office. He leads a team of wealth management specialists responsible for providing investment management solutions to families, non-profit organizations, and foundations.
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David W. Edmiston
Managing Director - Abbot Downing
Atlanta
David is a senior vice president and managing director in Abbot Downing’s Atlanta office. He is responsible for the delivery of multi-family office, wealth transfer strategies, and financial planning services to Abbot Downing clients in the Southeast regi
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Jennifer Elmore
Managing Director - Abbot Downing
Raleigh
Jennifer is a senior vice president and managing director in Abbot Downing’s Raleigh office where she specializes in managing relationships for multigenerational families. Her efforts involve a highly interactive, collaborative approach with client famili
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Jay Goetschius
Managing Director - Abbot Downing
New York
Jay Goetschius is a managing director at Abbot Downing. He serves ultra-high-net-worth families and individuals, as well as endowments and foundations, in the New York metro area, New England, and Florida.
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Courtney A. Grimsrud
Director - Abbot Downing
Minneapolis
Courtney Grimsrud is a director in Abbot Downing’s Minneapolis office where she is responsible for the management of client relationships. Courtney leads the team of wealth management specialists.
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Dave Gutzke
Director - Abbot Downing
Minneapolis
David A. “Dave” Gutzke is a director in the Minneapolis office. As a relationship manager, Dave provides wealth advice to family offices, families, and individuals.
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Chris Janc
Director - Abbot Downing
Chicago
Chris is a director in Abbot Downing’s Chicago office. He is responsible for managing ultra-high-net-worth client relationships in the Midwest region. Chris works with an integrated team of specialists to deliver Abbot Downing’s comprehensive wealth solu
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Philip Jodz
Director - Abbot Downing
Philadelphia
Philip Jodz is a director in the Philadelphia office, where he is responsible for managing client relationships with an emphasis on fiduciary administration, wealth transfer and multigenerational planning for individuals and families.
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Kayce King
Director - Abbot Downing
Winston-Salem
Kayce is a senior vice president and director in Abbot Downing’s Winston-Salem office with responsibility for managing the client relationships of ultra-high-net-worth, multigenerational families.
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John B. Magevney
Managing Director - Abbot Downing
Jacksonville
John is a senior vice president and managing director in Abbot Downing’s Jacksonville office. He is responsible for the delivery of multi-family office, investment management, and financial planning services to clients throughout Abbot Downing’s Southeast
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Chuck Maloney
Director - Abbot Downing
Minneapolis
Chuck Maloney is a director in the Minneapolis office. He is responsible for managing relationships of multigenerational families. Prior to Abbot Downing, he was a financial principal with Lowry Hill for over 15 years.
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Denise E. McClain
Director - Abbot Downing
Scottsdale
Denise is a director in the Scottsdale office. At Abbot Downing, Denise draws on her past experiences to help clients develop and implement their wealth transfer plans and makes recommendations about wealth transfer and income tax saving strategies.
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Wendy Morgan
Director - Abbot Downing
San Francisco
Wendy Morgan is a director in the San Francisco office. She is responsible for managing client relationships for the Northwest region of Abbot Downing.
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Michael Morrone
Managing Director - Abbot Downing
San Francisco
Michael Morrone is a managing director in the San Francisco office. He is responsible for managing complex client relationships, including asset management, legacy and wealth planning, family dynamics, banking, and fiduciary services.
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Todd Neal
Managing Director - Abbot Downing
Palm Beach
Todd is a senior vice president and managing director in Abbot Downing’s Palm Beach office. He was previously an advisor with Wells Fargo Family Wealth. Todd has past experience in wealth transfer and generational planning, tax, and investments. He has si
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Nhaman Pelphrey
Director - Abbot Downing
Los Angeles
Nhaman is a director in the Los Angeles office. She manages complex multigenerational relationships for ultra-high-net-worth families.
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Desiree D. Pierce
Director - Abbot Downing
Los Angeles
Desiree is a director in the Los Angeles office of Abbot Downing overseeing management of complex wealth, such as sophisticated wealth transfer planning techniques, business succession planning, investment management, charitable giving, and multigeneratio
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Rick Rentschler
Associate Director - Abbot Downing
Scottsdale
Rick is an associate director in the Scottsdale office. He assists clients in the development and implementation of their wealth planning strategies.
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Laurie Rivard
Director - Abbot Downing
Minneapolis
Laurie Rivard is a director in the Minneapolis office, managing client relationships for the Midwest region. Prior to Abbot Downing, she was a financial principal at Lowry Hill from 1993 to 2012.
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James Rockwell
Managing Director - Abbot Downing
Minneapolis
Jim Rockwell is a managing director for the Midwest region. His responsibilities include advising clients with wealth transfer planning and administration. Jim was previously a financial principal and partner at Lowry Hill.
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David R. Ruff
Director - Abbot Downing
Raleigh
David is a senior vice president and director in Abbot Downing’s Raleigh office with responsibility for managing complex relationships of ultra-high-net worth, multigenerational families. David leads a team of highly experienced wealth management professi
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Angie Sabel
Managing Director - Abbot Downing
New York
Angie Sabel is a managing director in Abbot Downing’s New York office. She is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning.
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Melanie Schmieding
Managing Director - Abbot Downing
Houston
Melanie is a managing director in Abbot Downing’s Houston office. She serves ultra-high-net-worth multigenerational families, family offices, foundations, and endowments.
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David Smith
Director - Abbot Downing
Philadelphia
David is a director at Abbot Downing in the Philadelphia office. He is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning.
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Michael J. Smolarski
Managing Director - Abbot Downing
Philadelphia
As a managing director at Abbot Downing, Michael Smolarski is responsible for providing comprehensive relationship management, including financial and estate planning services, for Abbot Downing’s clients.
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Bradley Vialpando
Director - Abbot Downing
Palm Beach
Brad is a vice president and director in Abbot Downing’s Palm Beach office. He is responsible for the delivery of multi-family office, wealth planning, and financial planning services to our client families.
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Vishal Wadhwa
Managing Director - Abbot Downing
San Francisco
Vishal is a managing director at Abbot Downing serving ultra-high-net-worth multigenerational families, family offices, foundations, and endowments in the San Francisco area. He is dedicated to delivering Abbot Downing's comprehensive wealth management se
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Eric S. Williams
Managing Director - Abbot Downing
San Francisco
Eric Williams is a managing director in Abbot Downing’s San Francisco office where he is responsible for the overall management of client relationships.
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Charles J. Wondra
Director - Abbot Downing
Winston-Salem
Chuck is a senior vice president and director in Abbot Downing’s Winston-Salem office. He is responsible for leading a team of wealth management specialists to serve the financial needs of multigenerational families and non-profit organizations.
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